I really appreciate Billtrust for its ability to allow customers to either create an account or make a one-time payment. This feature significantly enhances the payment process because it makes it quick and straightforward for new customers to make payments without requiring them to have an existing account with our company. This convenience is highly valuable, particularly when dealing with new customers who may not yet be fully integrated into our system. Additionally, I find the initial setup of Billtrust to be relatively easy and user-friendly, which is crucial for efficient onboarding. It seamlessly connects with TCD, which our collections team uses, indicating strong compatibility with other tools. Overall, my experience with Billtrust has been positive, as reflected in my high likelihood to recommend it to others. Review collected by and hosted on G2.com.

I dislike the requirement for needing an invoice number to create an account when a customer might not have an invoice yet. This can be problematic because if we do not have a customer in the system yet, they cannot create an account. We typically invoice after the work is completed, so this presents a barrier for new customers looking to set up their account ahead of time. Review collected by and hosted on G2.com.

I find Billtrust incredibly easy to use, which makes it very convenient for managing my daily routines in billing. The application is quick, particularly when downloading information, which significantly reduces the time it takes to resolve various tasks. I appreciate how quickly it processes invoices and provides account details, simply by entering an account and invoice number. This ease of use makes my daily operations seamless and efficient. The setup process is straightforward as well, with logging in being a breeze through simple username and password credentials, which I can save to Google to ensure daily functionality with just a click. The client tool in Billtrust is very valuable to me as it facilitates efficient client connections and offers thorough documentation for managing client needs. Overall, Billtrust's speed, ease of use, and the specific tools it offers contribute greatly to my workflow, and I'm impressed by its performance compared to other tools that I have used in the past. Review collected by and hosted on G2.com.

I don't have any major issues with Billtrust, but it could be more precise when it comes to handling older invoices or those with a lot of information. Review collected by and hosted on G2.com.

I find Billtrust incredibly easy to set up and use, which is a major plus for efficiency. It reliably pulls up the information I need, making the process seamless. Sending past-due invoices to clients has never been easier, ensuring that payments are made quickly and accurately. I appreciate the accuracy of the data it provides, as it shows precisely which invoices are outstanding and from when, giving us a clear view and helping maintain our records accurately. The real-time capability to access and send client invoices is invaluable, enhancing our workflow and ensuring timely client updates. Overall, the performance and precision Billtrust offers are outstanding, making it a tool I wouldn't hesitate to recommend to others. Review collected by and hosted on G2.com.

Sometimes searching for a client's name is tricky, and you have to use a few different ways to find someone. It would be helpful if the search feature was more intuitive and didn't necessarily require specific details like a person's middle initial. Review collected by and hosted on G2.com.

I truly appreciate the automation capabilities of Billtrust, which significantly streamline our processes. The automation not only prevents the need to manually trigger events but also autonomously handles tasks such as sending out statements and reminders to our smaller accounts. This feature alone has effectively reduced our workload, allowing us to focus on other critical areas of our business. The fact that these processes are now more hands-off means that I can recoup valuable time that was previously spent managing these tasks manually. Moreover, the user management system in Billtrust is noticeably better and friendlier compared to our previous vendor. The aesthetic appeal and efficiency of its user interface contribute to a more pleasant user experience. Review collected by and hosted on G2.com.

I am frustrated with the lack of integration between Billtrust's email system and Microsoft Outlook. It would be much better if the email functionality was modeled to match Outlook, especially with features like the 'conversation' view to manage email threads more efficiently. The current setup, where each email in a thread appears individually rather than grouped, leads to confusion and requires extra steps to follow up on emails. This impacts my efficiency and makes communication more cumbersome. Additionally, the initial training provided through Billtrust was inadequate. Many lessons did not apply to my needs, and essential insights about day-to-day usage were missing, discovered only after weeks of use. Lastly, while Billtrust excels in handling smaller accounts with its automation features, it does not meet the needs of larger accounts in my portfolio effectively. Review collected by and hosted on G2.com.

I appreciate how easy and smooth the setup process was when I started using Billtrust, which made the transition effortless. I love how Billtrust has made handling credit applications much smoother compared to the previous paper applications system. It centralizes everything, making it simpler to send links to customers and keeping everything in one place, which significantly streamlines my workflow. The system's ease of navigation stands out as a particularly useful feature, as it allows for quick and efficient management of all tasks without confusion. I value the fact that Billtrust operates as an all-in-one program, consolidating everything into a single platform rather than having to juggle multiple systems. This convenience makes my job much easier, and overall, everything about Billtrust would make me choose it again. Review collected by and hosted on G2.com.

There isn't anyhting I don't like about BillTrust Review collected by and hosted on G2.com.

I appreciate Billtrust's role as a unified and easily searchable repository, allowing me to quickly retrieve PDF copies of invoices using just the account number or invoice number. Its intuitive interface makes navigating through Accounts Receivable functions seamless, especially for tasks like invoice retrieval and payment processing. The platform's multi-channel invoice delivery and customer payment portal significantly streamline the payment process, addressing the challenge of slow manual payment processing and facilitating efficient online payments. Additionally, I value Billtrust's ability to connect invoicing, payment acceptance, cash application, and collections into a single, integrated platform. This end-to-end automation eliminates data silos and reduces manual reconciliation efforts, enhancing my workflow and contributing positively to my role at Iron Mountain. Review collected by and hosted on G2.com.

I encountered a significant challenge tied to the configuration of partial payment in Billtrust. The system occasionally treats and displays partially paid invoices as fully closed in the customer's portal and internal records when a customer makes a partial payment. This creates a significant downstream problem for customer service as it often assumes the transaction is complete and suppresses or archives the document. This issue makes it difficult to retrieve the necessary documents quickly, hindering efficient service and communication with customers. Review collected by and hosted on G2.com.

I appreciate the ease of use with Billtrust since everything was already set up for me, making the initial transition smooth and straightforward. I value the ability to see live updates on which clients have open invoices and balances, as it significantly helps me manage these aspects without the burden of tracking them on my own. This functionality not only streamlines my workflow but also boosts efficiency by ensuring I have real-time data at my fingertips. Additionally, the 'Client Connect Account Detail' feature stands out as incredibly useful, allowing me to access detailed client information conveniently. Overall, Billtrust effectively meets its objectives, providing me with the necessary tools to manage invoicing tasks with ease, which is why I have rated it highly. Review collected by and hosted on G2.com.

I find the updates in Billtrust to be delayed, which is problematic. There's about a three-hour delay when we create an invoice before it's reflected in the system, and thus can be shared with client. Review collected by and hosted on G2.com.

I appreciate Billtrust for enabling real-time visibility of invoices and accounts balances for customers, which streamlines my collections process in the credit department and offers invaluable data for customer invoicing. This real-time functionality also allows for swift decision-making regarding order support, as I can immediately see the impact of customer payments without waiting for traditional payment methods or unclear details. I find the setup process to be quite straightforward and user-friendly, having experienced assisting customers in setting up their accounts without any significant challenges or issues. I value being able to email invoice copies directly to customers and access detailed payment histories, which helps in tracking successful or failed payments. Furthermore, the ease of using its clear-cut interface would definitely influence my consideration to purchase Billtrust again if I were making the purchase decision. Review collected by and hosted on G2.com.

I dislike the limitation of Billtrust's system in storing invoices longer than one year. This is problematic because certain situations require revisiting older invoices, especially when issues are not managed promptly. It restricts the amount of historical data we can provide to our customers, which can be frustrating when trying to resolve long-standing issues. This constraint makes it challenging to offer comprehensive support to clients needing access to older transaction data. Review collected by and hosted on G2.com.

I appreciate how Billtrust speeds up the process, allowing us to send invoices swiftly to customers and manage payments with greater ease. The setup was straightforward from start to finish, making the transition seamless for our organization. I find it remarkably easy to read open, outstanding, and closed invoices for each customer, which greatly enhances the tracking and management of financial transactions. The platform's easy accessibility and fast processes for customers significantly improve efficiency in handling billing and payment tasks. I also value the daily utility it brings to our business operations since we utilize it extensively on a regular basis. My overall positive experience is reflected in how likely I am to recommend Billtrust, rating it a ten out of ten. Review collected by and hosted on G2.com.

I dislike how fast Billtrust times out. It interrupts my workflow when I need to log back in frequently. Review collected by and hosted on G2.com.

The idea of using AI to improve cash-application and remittance matching-especially for complex or ambiguous payment data. It is easy to find and analyze data of users count that employees work in the software. Review collected by and hosted on G2.com.

If Billtrust creates shortcut keys to use in software makes the work easy & good. Review collected by and hosted on G2.com.